Receipt Batch
receipt_batchScan a folder for receipts, preview matches, and create batch entries with explicit approval. Filter by date and file type.
Instructions
Merged receipt batch. scan inspects files; dry_run previews; create/create_and_confirm require explicit approval.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| mode | No | Workflow phase to run. Defaults to scan. | |
| date_to | No | Optional receipt modified-date upper bound (YYYY-MM-DD) | |
| date_from | No | Optional receipt modified-date lower bound (YYYY-MM-DD) | |
| file_types | No | Optional file type filter for scan mode | |
| folder_path | Yes | Folder path with receipts | |
| accounts_dimensions_id | No | Bank account dimension ID used when matching bank transactions. Required except in scan mode. |